|
126
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$667K
|
–
|
–
|
–
|
|
|
127
|
Sincerus Advisory
New York
|
$638K
|
-$11.8K
|
-220
|
-2%
|
|
|
128
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$631K
|
–
|
–
|
–
|
|
|
129
|
Boltwood Capital Management
Walnut Creek,
California
|
$627K
|
+$73.2K
|
+1,365
|
+14%
|
|
|
130
|
Waverly Advisors
Birmingham,
Alabama
|
$626K
|
+$614K
|
+11,452
|
New
|
|
|
131
|
Operose Advisors
Milwaukee,
Wisconsin
|
$618K
|
–
|
–
|
–
|
|
|
132
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$613K
|
+$27.4K
|
+511
|
+5%
|
|
|
133
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$609K
|
+$6.65K
|
+124
|
+1%
|
|
|
134
|
HB Wealth Management
Atlanta,
Georgia
|
$597K
|
+$912
|
+17
|
+0.2%
|
|
|
135
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$574K
|
–
|
–
|
–
|
|
|
136
|
Private Trust Company
Cleveland,
Ohio
|
$561K
|
+$551K
|
+10,270
|
New
|
|
|
137
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$559K
|
+$548K
|
+10,224
|
New
|
|
|
138
|
|
$550K
|
-$378K
|
-7,051
|
-41%
|
|
|
139
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$524K
|
–
|
–
|
–
|
|
|
140
|
Brighton Jones LLC
Seattle,
Washington
|
$524K
|
–
|
–
|
–
|
|
|
141
|
Steward Partners Investment Advisory
New York
|
$521K
|
-$41K
|
-764
|
-7%
|
|
|
142
|
Huntington National Bank
Columbus,
Ohio
|
$518K
|
–
|
–
|
–
|
|
|
143
|
Montecito Bank & Trust
Santa Barbara,
California
|
$515K
|
-$55.8K
|
-1,041
|
-10%
|
|
|
144
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$512K
|
–
|
–
|
–
|
|
|
145
|
Newport Capital Group
Red Bank,
New Jersey
|
$509K
|
-$1.72K
|
-32
|
-0.3%
|
|
|
146
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$505K
|
–
|
–
|
–
|
|
|
147
|
VERITY Wealth Advisors
Sausalito,
United States
|
$496K
|
–
|
–
|
–
|
|
|
148
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$475K
|
+$4.56K
|
+85
|
+1%
|
|
|
149
|
KWMG LLC
Overland Park,
Kansas
|
$457K
|
-$4M
|
-74,492
|
-90%
|
|
|
150
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$453K
|
+$445K
|
+8,292
|
New
|
|
